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Top 10 Questions, Myths, and Mysteries About IRS Form 8283 and 8282
With the annual April tax deadline coming up, we figured the time might be ripe for a tax-focused webinar. Many charities just finished dealing with stacks of last-minute donor tax forms, particularly IRS Form 8283 for noncash charitable contributions. Despite being only two pages long, the 8283 can be confusing for donors, advisors, appraisers, AND…
Read MoreCharitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests
Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment. Right now, the hot topics are private equity funds and all their close cousins such as profits interests, carried interest, hedge funds and private real estate funds. We have completed dozens of these transactions in…
Read MoreCharitable Giving with NFTs: Tax, Legal and Processing Considerations
You knew this was coming! NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting. Last month, the top 100 NFT sales amounted to $2.3 Billion (yes… BILLION!). Essentially, NFTs are a low-overhead endeavor because they are created, viewed, traded and owned online. But because NFTs are still so…
Read MoreWebinar: Top Five Charitable Cases/Legislative Updates Impacting 2022
Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations for $1.056 BILLION… 250% more than our previous annual record! We also delivered 64 speeches, 107 new charitable gift annuities for over $12 million dollars, more than…
Read MoreDon’t Decline Noncash Gifts With Only 3 Weeks Left!
We expect to complete $1 billion in noncash donations this year with over $500 million in December transactions alone. Every single one of these completed donations was declined by the referring charity the donor was trying to give it to in the first place. Our 20-person team will be fully available through 12/31 including weekends so…
Read MoreCryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs
You may have heard about cryptocurrency once or twice or ten thousand times recently! Your donors/clients have too. We had a free webinar on Cryptocurrency Donations Explode last year (when Bitcoin was $19K, today it is $63K!) which covered a broad-based look at the market and charitable planning opportunities. This session will cover more of…
Read MoreNoncash Record Year ALREADY! Deconstructing Trends, Themes and Interesting Gifts
I had the pleasure of celebrating my 27th year of gift planning in 2021 and I have never experienced anything like the flow of new noncash gifts, trending now. Even amid the pandemic, donors had/have dozens of very rationale reasons not to give, yet last year set records across the board. And this year looks to…
Read MoreCHARITABLE GIFT ANNUITIES 101 – What they are, where they fit and how to get more …with no risk!
Gift annuities (CGAs) have existed in the US for more than 150 years (and in Europe since the Middle Ages)! While they are the most popular form of life income gift by far, many fundraisers and professional advisors receive little to no formal education about what they are and how they work. For donors, CGAs represent…
Read MoreEverything You Need to Know about the Chartered Advisor in Philanthropy (CAP) Designation
Since starting this webinar series, I have enjoyed writing and speaking about timely tax issues, unique gift transactions or hot asset classes. This month, I want to talk about “sharpening the saw” by embarking on a CAP® designation. Even if you have already earned it, you now have 2,300 fellow CAP alumni! This session will…
Read MoreThis Isn’t Your Grandfather’s Gift Annuity PART II: Six MORE Advanced CGA Applications
Gift annuities are the oldest, simplest, and most popular life income giving vehicle (there are more gift annuities than all other split interest gifts combined!). But that doesn’t mean they can’t provide solutions to complex assets or planning goals. Last month, we at Charitable Solutions, LLC, discussed The Now-N-Later Impact CGA, The Testamentary Stretch IRA…
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